WBC

West Branch Capital Portfolio holdings

AUM $381M
1-Year Est. Return 27.67%
This Quarter Est. Return
1 Year Est. Return
+27.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$791K
3
+$540K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$436K
5
COST icon
Costco
COST
+$381K

Top Sells

1
+$848K
2
+$701K
3
+$629K
4
DIS icon
Walt Disney
DIS
+$171K
5
SYY icon
Sysco
SYY
+$149K

Sector Composition

1 Technology 37.75%
2 Healthcare 9.81%
3 Consumer Discretionary 9.23%
4 Consumer Staples 8.44%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$264K 0.09%
2,518
-29
77
$256K 0.09%
521
+1
78
$249K 0.09%
5,000
79
$241K 0.08%
858
-169
80
$241K 0.08%
887
+3
81
$235K 0.08%
2,034
+3
82
$225K 0.08%
905
-23
83
$214K 0.07%
1,937
+25
84
$209K 0.07%
557
85
$202K 0.07%
915
+195
86
$196K 0.07%
1,040
+729
87
$194K 0.07%
878
+1
88
$188K 0.07%
481
+31
89
$179K 0.06%
944
-12
90
$169K 0.06%
611
+2
91
$168K 0.06%
3,744
-105
92
$167K 0.06%
2,662
+17
93
$167K 0.06%
1,601
+1
94
$161K 0.06%
2,709
95
$156K 0.05%
1,239
+1
96
$148K 0.05%
2,863
+13
97
$147K 0.05%
1,080
-20
98
$147K 0.05%
1,600
+4
99
$137K 0.05%
452
+2
100
$130K 0.05%
267
2 3
4
5 6